VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,481,515 | +26.7% | 5,823 | +33.3% | 0.25% | +19.0% |
| Q2 2023 | $1,958,565 | +20.1% | 4,367 | +1.7% | 0.21% | -1.9% |
| Q1 2023 | $1,631,066 | +24.9% | 4,296 | +5.2% | 0.22% | +9.7% |
| Q4 2022 | $1,306,403 | +10.6% | 4,082 | +6.2% | 0.20% | -17.3% |
| Q3 2022 | $1,181,000 | -0.4% | 3,843 | +5.8% | 0.24% | -7.4% |
| Q2 2022 | $1,186,000 | -18.3% | 3,633 | +6.0% | 0.26% | -21.0% |
| Q1 2022 | $1,451,000 | +107.9% | 3,427 | +111.2% | 0.32% | +50.7% |
| Q4 2021 | $698,000 | – | 1,623 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 155,455 | $28,200,000 | 19.00% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 193,762 | $35,149,000 | 14.55% |
| Portfolio Strategies, Inc. | 82,392 | $14,946,000 | 9.93% |
| Beacon Capital Management, Inc. | 1,194,885 | $216,752,000 | 9.18% |
| WBH ADVISORY INC | 178,049 | $32,298,000 | 8.37% |
| Harel Insurance Investments & Financial Services Ltd. | 842,528 | $153,137,000 | 8.11% |
| Annex Advisory Services, LLC | 258,961 | $46,976,000 | 8.01% |
| TRUST CO OF OKLAHOMA | 82,194 | $14,909,992,000 | 7.40% |
| Richard Bernstein Advisors LLC | 1,203,228 | $218,295,000 | 7.00% |
| CHURCHILL MANAGEMENT Corp | 1,441,457 | $261,480,000 | 6.96% |